Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Marathon Strategic Advisors, LLC | $4.8M |
| 2 | ABSOLUTE INVESTMENT ADVISERS, LLC | $1.7M |
| 3 | Byrne Asset Management LLC | $1.5M |
| 4 | Wagner Wealth Management, LLC | $651.4K |
| 5 | Whitener Capital Management, Inc. | $442.0K |
| 6 | Andrew Hill Investment Advisors, Inc. | $366.6K |
| 7 | Future Financial Wealth Managment LLC | $290.1K |
| 8 | MELFA WEALTH MANAGEMENT, INC. | $285.5K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $267.7K |
| 10 | Braeburn Wealth Management LLC | $219.8K |
| 11 | CoreCap Advisors, LLC | $210.4K |
| 12 | VISIONARY HORIZONS, LLC | $198.8K |
| 13 | EASTERN BANK | $121.0K |
| 14 | Alpha Omega Wealth Management LLC | $109.9K |
| 15 | LANARK FINANCIAL, INC. | $95.5K |
| 16 | HIGHLINE WEALTH PARTNERS LLC | $2.7K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$543.2K | |
| 2 | +$490.0K | |
| 3 | +$127.6K | |
| 4 | +$18.9K | |
| 5 | -$7 | |
| 6 | -$260 | |
| 7 | -$300 | |
| 8 | -$330 | |
| 9 | -$600 | |
| 10 | -$1.0K | |
| 11 | -$2.2K | |
| 12 | -$3.0K | |
| 13 | -$9.1K | |
| 14 | -$43.9K | |
| 15 | -$57.8K | |
| 16 | -$87.9K | |
| 17 | -$237.4K | |
| 18 | -$443.8K |